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ultratech cement

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2025 by Pankaj Rai · said 6 times in 1 episodes since 2025 · across every show →

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brought up most by Abhay Tandon (5), Pankaj Rai (1)

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Everything said about ultratech cement, oldest first

Dec 23, 2025 neutral
Assertion Supported
UltraTech Cement accounts for $35B–$40B of Aditya Birla Group's $110B valuation
“Contrary to popular perception, the market cap contribution of these consumer businesses is not as large. So like I said, the hundred and ten billion market cap are, you know, fashion retail business probably contributes three. The financing businesses to list…”
Pankaj Rai Dec 23, 2025 ▶ 7:58 S2 Ep5: Data to Decisions with AI at Conglomerate Scale ft. Pankaj Rai
Dec 23, 2025 neutral
Insight
Rai: Cement tech features fail without right cost, incentives, and brand trust
“Unless we get the right cost, we get the right dealer incentive and the right trust branding. Some of the other things may not happen.”
Pankaj Rai Dec 23, 2025 ▶ 50:54 S2 Ep5: Data to Decisions with AI at Conglomerate Scale ft. Pankaj Rai
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